Wholesale Banking Manager Resume Example

Wholesale Banking Manager, Mid-Market Commercial Banking · Wells Fargo

Chicago, IL · 2020 - Present

• Led a portfolio of 40+ middle-market clients with aggregate credit facilities exceeding $750M, consistently achieving 115% of annual revenue targets.
• Originated and executed structured finance deals totaling over $300M in 2023, encompassing syndicated loans, asset-backed lending, and private placements.
• Developed and implemented client-specific financial strategies, resulting in a 20% increase in cross-product penetration (treasury, foreign exchange, derivatives) across the portfolio.
• Managed comprehensive risk assessments and due diligence for new and existing credit exposures, reducing portfolio delinquency rates by 15% year-over-year.

Relationship Manager, Corporate & Institutional Banking · PNC Financial Services

Chicago, IL · 2017 - 2020

• Grew client base by 25% over a three-year period, onboarding 15 new corporate clients with average annual revenues between $150M-$500M.
• Structured and closed over $450M in commercial loans and credit facilities, achieving an average deal size of $30M for mid-sized enterprises.
• Provided in-depth financial analysis and strategic recommendations on working capital, capital expenditures, and M&A opportunities, directly influencing client investment decisions.
• Collaborated with product partners to deliver integrated solutions, enhancing client satisfaction scores by 10% and driving product adoption.

Associate, Commercial Banking Development Program · BMO Harris Bank

Chicago, IL · 2015 - 2017

• Completed a rigorous 24-month program, gaining exposure to credit analysis, treasury management, and client relationship functions.
• Supported senior bankers in structuring credit proposals for commercial clients with revenues up to $200M, contributing to $200M+ in successful loan originations.
• Conducted comprehensive industry research and financial modeling to assess creditworthiness and identify market opportunities for target sectors.
• Prepared detailed credit memorandums and presented findings to credit committees, consistently receiving positive feedback for analytical rigor.

Master of Business Administration (MBA) · Northwestern University, Kellogg School of Management

Evanston, IL · 2013 - 2015

• Concentrations in Finance and Strategy
• GPA: 3.8/4.0

Bachelor of Science in Finance, Magna Cum Laude · University of Illinois Urbana-Champaign

Champaign, IL · 2009 - 2013

• Dean's List all semesters
• GPA: 3.7/4.0

Wholesale Banking Manager · Citigroup

San Francisco, CA · 2022 - Present

• Managed a portfolio of 25+ large corporate clients, driving an average 18% year-over-year revenue growth through strategic cross-selling of treasury, capital markets, and lending products.
• Successfully originated and structured over $1.2 billion in credit facilities for technology and healthcare sectors, maintaining a <0.5% default rate.
• Led client engagement teams to identify and develop tailored financial solutions, resulting in a 95% client retention rate for the high-value segment.
• Implemented advanced risk assessment models, reducing potential credit exposure by 10% across the managed portfolio while optimizing profitability.

Associate, Wholesale Banking · Wells Fargo

San Francisco, CA · 2020 - 2022

• Supported senior bankers in managing a $5 billion portfolio of corporate clients, contributing to a 12% increase in fee-based income over two years.
• Conducted in-depth financial analysis and due diligence for over 50 large corporate credit applications, ensuring adherence to risk policies and regulatory requirements.
• Developed comprehensive pitch books and client proposals, directly contributing to securing 5 new client mandates totaling $300 million in commitments.
• Streamlined internal reporting processes, reducing preparation time for quarterly portfolio reviews by 20% through automation and template standardization.

Senior Financial Analyst · Salesforce

San Francisco, CA · 2016 - 2018

• Managed the annual budgeting and forecasting process for a $750 million business unit, achieving <3% variance to actuals consistently.
• Spearheaded financial modeling for strategic initiatives and M&A opportunities, directly influencing investment decisions for projects valued at over $150 million.
• Developed and presented quarterly performance reviews to executive leadership, providing actionable insights that led to a 7% reduction in operational costs.
• Collaborated with cross-functional teams to optimize pricing strategies for new product launches, contributing to a 15% increase in initial product revenue.

Financial Analyst · VMware

Palo Alto, CA · 2013 - 2016

• Analyzed monthly financial performance and identified key trends, providing insights that helped reduce discretionary spending by 8% annually.
• Prepared detailed variance analyses and commentaries for management, improving accuracy of financial reporting by 10%.
• Assisted in the development of long-range strategic financial plans, supporting decisions that targeted sustainable growth.
• Automated data extraction and reporting from SAP and Oracle systems, saving approximately 15 hours of manual work per month.

Master of Business Administration (MBA) · University of California, Berkeley - Haas School of Business

Berkeley, CA · 2018 - 2020

• Concentration in Finance and Corporate Strategy
• Awarded Haas Leadership Scholarship for demonstrated leadership potential
• Case Study Project: 'Optimizing Capital Structure for Mid-Market Technology Firms'

Bachelor of Science (B.S.) in Finance · University of Southern California

Los Angeles, CA · 2009 - 2013

• Graduated Magna Cum Laude, GPA: 3.85/4.0
• Member of the Trojan Investing Society and Delta Sigma Pi Professional Fraternity
• Received Dean's List honors for all semesters